Investment Outlook 2019: Australian Equities and Fixed Income

From

Lee Mickelburough, Head of Australian Equities, discusses the lessons learned from 2018 and the themes shaping the team’s 2019 outlook. What are the key themes likely to shape markets in 2019? We expect some of the dominant themes of 2018 to persist into 2019. The strong growth we’ve seen in the United States, which has […]

continue reading

Janus Henderson Investors’ Australian fixed interest team bolsters resources

From

Janus Henderson Investors is pleased to announce that Shan Kwee will transition to Co-Portfolio Manager of the Australian Fixed Interest Team’s (Team) credit strategies including the Diversified Credit and Cash Enhanced Funds. Shan will continue to partner alongside Noel Murphy in co-managing these portfolios. Jay Sivapalan, Co-Head of the Australian Fixed Interest Team stated “Since joining […]

continue reading

Global dividends surge, set third-quarter record – Australian dividend payouts lag global peers

From

Q3 delivered another excellent quarter for global dividends as the continuing strength of the world economy boosted corporate profitability around the world, according to the latest Global Dividend Index from Janus Henderson. Globally, payouts rose 5.1% to a comfortable third-quarter record of US$354.2bn. The United States, Canada, Taiwan, and India all saw all-time record quarterly […]

continue reading

Global companies have Australian credit investors in their sights

From

What do AT&T, Heathrow Airport, General Motors, and Thames Water all have in common? All four companies have recently engaged with the Australian fixed income market in a bid to diversify their debt funding profiles. There are various reasons why these firms are looking at the Australian corporate bond market. Some are doing it to […]

continue reading

Global dividends soar to new record

From

Global dividends jumped 12.9% year-on-year in the second quarter to $497.4bn, comfortably hitting a new record, according to the Janus Henderson Global Dividend Index. Payments rose in almost every region of the world in headline terms. Records were broken in 12 countries, including France, Japan, and the United States, some of the largest contributors to […]

continue reading

Soaring profits push global dividends to a first-quarter record, though Australia lags behind

From

Growing corporate profits pushed global dividends 10.2% higher on headline basis to $244.7bn in the first quarter, according to the Janus Henderson Global Dividend Index. The total was a record for the first quarter. All-time quarterly records were broken in Canada and the US, while first-quarter records were broken in one in four of the […]

continue reading

Australian Equities: expectations for the year ahead

From

What lessons have you learned from 2017? Markets have grinded higher in 2017: volatility is low and the performance and correlation of high volatility stocks and low volatility stocks has been almost identical. There have been a handful of stocks that have performed strongly to the upside or downside, but the vast majority have traded […]

continue reading

Did the Australian economy present any surprises over 2017?

From

While weather events created some volatility in the data, it appears as though the Australian economy is poised to expand by around 2.50% to 2.75% over 2017. Monetary policy settings remained accommodative with the Reserve Bank of Australia (RBA) leaving the cash rate unchanged at 1.50%. Central banks’ concerns about medium-term financial stability were somewhat […]

continue reading

Janus Henderson Tactical Income Fund now available on mFund

From

The Janus Henderson Tactical Income Fund (Fund) has been added to the mFund Settlement Service, making it possible to buy and sell units in the Fund via the same broking services used to transact shares. Matt Gaden, Head of Distribution, Australia said: “The addition of the Janus Henderson Tactical Income Fund onto mFund gives investors […]

continue reading

Janus Henderson targets expansion with new hire and promotion from the ranks

From

Independent global asset manager, Janus Henderson Investors (ASX, NYSE: JHG), has appointed David Livera, as Retail Sales Director for Victoria, Western Australia and Tasmania. Matt Gaden, Head of Distribution at Janus Henderson Australia, said: “David Livera joins us from Paragon Asset Management. Prior to Paragon, David spent nine years at Fidante developing a strong reputation for […]

continue reading